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Clear Secure

325 hedge funds and large institutions have $2.77B invested in Clear Secure in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 113 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 321325 (+4)

9% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 113

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
325
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.4M
Puts
$15.5M
Net Calls
Net Calls Change

Top Buyers

1 +$126M
2 +$32.3M
3 +$25.2M
4
First Trust Advisors
First Trust Advisors
Illinois
+$22.4M
5
JG
Jain Global
New York
+$22.2M

Top Sellers

1 -$84.4M
2 -$23.5M
3 -$15.8M
4
N
Nuveen
North Carolina
-$15.1M
5
DSA
Davis Selected Advisers
Arizona
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$1.53K
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$1.42K
SPIA
303
Steward Partners Investment Advisory
New York
$1.17K
CT
304
Clearstead Trust
Maine
$1.11K
AGWCA
305
Annis Gardner Whiting Capital Advisors
Florida
$1.03K
PMAM
306
Picton Mahoney Asset Management
Ontario, Canada
$1K
LFG
307
Larson Financial Group
Missouri
$694
KG
308
Kilter Group
New York
$639
SWP
309
Strategic Wealth Partners
Ohio
$574
IA
310
IFP Advisors
Florida
$555
JWA
311
JFS Wealth Advisors
Pennsylvania
$500
PA
312
Parallel Advisors
California
$416
NC
313
NewSquare Capital
Pennsylvania
$278
HNB
314
Huntington National Bank
Ohio
$250
FFO
315
Fortitude Family Office
Arizona
$250
AWM
316
Abound Wealth Management
Tennessee
$167
DPW
317
DiNuzzo Private Wealth
Pennsylvania
$167
RWM
318
Rialto Wealth Management
New York
$112
SIC
319
SJS Investment Consulting
Ohio
$84
HIA
320
HFM Investment Advisors
New Jersey
$83
SIS
321
Strategic Investment Solutions
Illinois
$57
BHWM
322
Bay Harbor Wealth Management
Maryland
$55
PWM
323
Parkworth Wealth Management
California
$28
OAM
324
Oberweis Asset Management
Illinois
DSA
325
Davis Selected Advisers
Arizona